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About the company
AlTi Global, Inc. is an independent global wealth and alternatives manager providing entrepreneurs, multi-generational families, institutions, and emerging leaders with fiduciary capabilities as well as alternative investment strategies and advisory services. It operates through two segments: Wealth Management and Strategic Alternatives. Within its Wealth Management segment, services provided principally consist of investment management and advisory services, trusts and administrative services, and family office services. The wealth management client base includes high net worth individuals, families, single family offices, foundations, and endowments globally. In its Strategic Alternatives segment, it assists its investors with alternative investments and co-investments by providing access to differentiated opportunities in these areas as well as structuring and selecting partners with a proven track record in alternative asset classes, with risk-adjusted return characteristics.
- Revenue in USD (TTM)243.65m
- Net income in USD-68.64m
- Incorporated2022
- Employees480.00
- LocationAlTi Global, Inc520 Madison Ave, 21St FloorNEW YORK 10022United StatesUSA
- Phone+1 (212) 461-6363
- Fax+1 (302) 655-5049
- Websitehttps://alti-global.com/
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Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Diamond Hill Investment Group Inc | 139.02m | 42.53m | 406.51m | 129.00 | 9.93 | 2.60 | 9.39 | 2.92 | 14.76 | 14.76 | 47.99 | 56.44 | 0.6268 | -- | 6.93 | 1,077,681.00 | 18.93 | 18.77 | 21.19 | 23.82 | 97.62 | 97.72 | 30.21 | 34.42 | -- | -- | 0.00 | 75.69 | -11.51 | -1.25 | 4.43 | -1.89 | -51.17 | -- |
| Oppenheimer Holdings Inc. (USA) | 1.28bn | 41.62m | 470.69m | 2.91k | 12.30 | 0.5883 | 9.00 | 0.3677 | 3.71 | 3.71 | 114.31 | 77.47 | 0.4149 | -- | 0.8967 | 441,020.70 | 1.35 | 2.94 | 4.36 | 9.04 | 98.09 | 98.03 | 3.25 | 6.64 | -- | 1.86 | 0.5586 | 14.46 | 12.41 | 5.44 | -6.71 | 0.8754 | 13.46 | 6.40 |
| AlTi Global, Inc | 243.65m | -68.64m | 564.04m | 480.00 | -- | 0.8438 | -- | 2.31 | -1.55 | -1.55 | 2.68 | 7.19 | 0.1794 | -- | 21.13 | 507,593.80 | -14.27 | -- | -25.71 | -- | -- | -- | -79.53 | -- | -- | -0.8067 | 0.1697 | -- | 226.36 | -- | -2,663.22 | -- | -- | -- |
| Vinci Partners Investments Ltd | 85.79m | 43.53m | 565.75m | 275.00 | 13.56 | 2.23 | 12.01 | 6.59 | 0.7756 | 0.7756 | 1.53 | 4.71 | 0.234 | -- | 6.15 | 311,975.60 | 11.79 | 18.33 | 12.66 | 21.51 | -- | -- | 50.40 | 49.49 | -- | -- | 0.3417 | 67.80 | 11.35 | 21.42 | 0.5428 | 31.26 | 107.07 | -- |
| Gamco Investors Inc | 232.90m | 60.12m | 593.22m | 174.00 | 10.12 | 3.15 | 9.70 | 2.55 | 2.40 | 2.40 | 9.28 | 7.70 | 0.9508 | -- | 174.53 | -- | 24.54 | 33.20 | 35.49 | 58.17 | 96.22 | 97.42 | 25.81 | 24.83 | -- | -- | 0.0059 | 27.88 | -8.84 | -7.13 | -8.17 | -12.47 | -- | 14.87 |
| OTC Markets Group Inc | 109.53m | 27.33m | 593.81m | 82.00 | 21.54 | 17.19 | 19.98 | 5.42 | 2.30 | 2.30 | 9.23 | 2.89 | 1.30 | -- | 13.02 | -- | 32.53 | 33.64 | 59.28 | 65.71 | 92.21 | 91.36 | 24.95 | 27.03 | -- | -- | -- | 28.40 | 4.51 | 13.14 | -10.23 | 11.24 | -- | -1.42 |
| Phi Group Inc | 880.69m | 100.41m | 596.81m | 2.55k | 7.55 | 1.17 | 3.73 | 0.6777 | 3.25 | 3.25 | 28.54 | 20.90 | -- | -- | -- | 345,504.50 | -- | -- | -- | -- | -- | -- | 11.40 | -- | 2.49 | 21.58 | 0.073 | -- | 15.84 | -- | 74.25 | -- | -- | -- |
| B Riley Financial Inc | 1.39bn | -174.29m | 624.08m | 2.38k | -- | 2.71 | -- | 0.4487 | -5.72 | -5.72 | 46.80 | 7.59 | 0.2395 | -- | 12.74 | 583,655.10 | -2.93 | 2.26 | -6.44 | 4.81 | 67.58 | 84.08 | -12.23 | 8.45 | -- | 0.4148 | 0.9339 | 158.92 | 68.37 | 28.48 | 35.67 | -- | 7.26 | 65.72 |
| Fidus Investment Corp | 135.71m | 81.77m | 628.23m | -- | 6.83 | 1.03 | -- | 4.63 | 2.91 | 2.91 | 4.87 | 19.36 | 0.1329 | -- | 9.23 | -- | 8.01 | 7.03 | 8.24 | 7.37 | 55.18 | 51.45 | 60.25 | 64.74 | -- | -- | 0.4278 | 77.32 | 38.21 | 11.23 | 115.32 | 9.30 | -- | 9.71 |
| Cion Investment Corp | 259.59m | 132.80m | 651.89m | -- | 4.99 | 0.7581 | -- | 2.51 | 2.44 | 2.44 | 4.77 | 16.05 | 0.1358 | -- | 35.34 | -- | 6.95 | 3.38 | 7.07 | 3.43 | 45.90 | 50.16 | 51.16 | 31.51 | -- | -- | 0.5513 | 127.53 | 28.79 | 5.94 | 90.09 | 24.94 | -- | -1.45 |
| Noah Holdings Limited (ADR) | 432.87m | 123.60m | 667.12m | 2.58k | 3.59 | 0.455 | -- | 1.54 | 2.82 | 2.82 | 7.78 | 22.20 | 0.252 | -- | 7.86 | 167,583.30 | 6.75 | 5.24 | 7.98 | 6.59 | -- | -- | 26.79 | 15.75 | -- | -- | 0.00 | 5.25 | 6.27 | 0.0309 | 3.37 | 4.47 | 4.25 | -- |
| Nuveen Select Tax-Free Income Portfolio | 30.18m | 31.40m | 682.65m | -- | 22.94 | 0.987 | -- | 22.62 | 0.6303 | 0.6303 | 0.6295 | 14.65 | 0.0432 | -- | 8.13 | -- | 4.49 | 0.7827 | 4.54 | 0.7871 | 95.39 | 94.65 | 104.04 | 20.70 | -- | -- | 0.00 | 448.30 | 18.48 | 24.47 | 10,594.25 | 15.26 | -- | 1.29 |
| Associated Capital Group Inc | 13.23m | 33.52m | 722.94m | 25.00 | 21.74 | 0.7892 | 21.31 | 54.65 | 1.55 | 1.55 | 0.6109 | 42.80 | 0.014 | -- | 0.6015 | 529,160.00 | 3.54 | 2.30 | 3.68 | 2.68 | -- | -- | 253.71 | 134.35 | -- | -- | 0.0101 | 18.40 | -16.71 | -11.05 | 176.58 | -- | -- | 0.00 |
| Trinity Capital Inc | 190.77m | 68.92m | 733.27m | 73.00 | 9.64 | 1.15 | -- | 3.84 | 1.54 | 1.54 | 4.18 | 12.88 | 0.1506 | -- | 16.06 | 4,436,512.00 | 5.44 | -- | 5.67 | -- | 76.22 | -- | 36.12 | -- | -- | 3.57 | 0.538 | -- | 24.99 | -- | 353.15 | -- | -- | -- |
Data as of Jun 14 2024. Currency figures normalised to AlTi Global, Inc's reporting currency: US Dollar USD
7.89%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| The Vanguard Group, Inc.as of 31 Mar 2024 | 1.53m | 2.13% |
| BlackRock Fund Advisorsas of 31 Mar 2024 | 1.36m | 1.90% |
| Tiedemann Advisors LLCas of 31 Mar 2024 | 760.97k | 1.06% |
| Geode Capital Management LLCas of 31 Mar 2024 | 567.44k | 0.79% |
| Lumyna Investments Ltd.as of 30 Sep 2022 | 497.75k | 0.69% |
| SSgA Funds Management, Inc.as of 31 Mar 2024 | 411.02k | 0.57% |
| Northern Trust Investments, Inc.(Investment Management)as of 31 Mar 2024 | 213.36k | 0.30% |
| Charles Schwab Investment Management, Inc.as of 31 Mar 2024 | 203.54k | 0.28% |
| Schweizerische Nationalbank (Investment Portfolio)as of 31 Mar 2024 | 55.87k | 0.08% |
| BlackRock Investment Management LLCas of 31 Mar 2024 | 55.83k | 0.08% |
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Data from 30 Sep 2023 - 31 Mar 2024Source: FactSet Research Systems Inc.
